SARAH JAMES FULCHER FOUNDATION (EIN 931700742) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

BROOKE FULCHER

Phone

2526463909

Tax Period

2023-06-01 to 2023-12-31

SARAH JAMES FULCHER FOUNDATION, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $385K in total revenue in fiscal year 2023. The organization ran a surplus of $222K, a strong 58% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE INCLUSIVE ACCESS TO OUR COASTAL RESOURCES AND RECREATION, WHILE ENCOURAGING COMMUNITY INVOLVEMENT AND CONSERVATION OF OUR LOCAL HERITAGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $196,852

Program Service Revenue $91,745

Investment Income $0

Other Revenue $96,045

TOTAL REVENUE $384,642

Expense Breakdown

Grants Paid $30,626

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,483

Other Expenses $131,857

TOTAL EXPENSES $162,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$384,642	N/A	N/A
Expenses	$162,483	N/A	N/A
Net Income	$222,159	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE GOODWIN	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES DAVIS III	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MONTEZ WADE	SECRETARY	1.00	Officer Director	$0	$0	$0
JESSICA SABISTON	TREASURER	1.00	Officer Director	$0	$0	$0
JULIANA STYRON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES FULCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
RAGAN RAMSEY	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$384,642	$162,483	$222,159	$222,159

SARAH JAMES FULCHER FOUNDATION